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403(b) ESSENTIALS For The ERISA Plan

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Management number 233424448 Release Date 2026/06/27 List Price US$10.91 Model Number 233424448
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If you are the individual assigned the responsibility for the internal operation of a 403(b) plan or you are part of an organization overseeing a 403(b) plan, you need this book! Written in plain English, this book simplifies the operational aspects of a 403(b) plan. Don't underestimate the knowledge you must have to operate such a plan. There are many tasks, deadlines, roles and procedures that are required to ensure plan compliance with the Internal Revenue Service and Department of Labor. 403(b) Essentials For The ERISA Plan will educate and guide you in understanding the plan's administration and compliance requirements. The book is thorough, easy to read and provides the details needed to become familiar with terminology, operations, deadlines, processes, forms, and so much more. Use it as a resource and reference book. Use it as a training tool for you, the Payroll and HR departments and the Board of Directors. Financial advisors may also gain a glimpse into the inner workings of the plan. Read more

ISBN10 0996813020
ISBN13 978-0996813020
Language English
Publisher 401k Essentials
Dimensions 8.5 x 0.68 x 11 inches
Item Weight 1.9 pounds
Print length 300 pages
Publication date March 8, 2017

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